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FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
Live cross-firm bank consensus across 36 desks — FX, oil & gold
View bank forecastsWelcome to the Commentary section of FX Bank Forecast, where we aggregate insights from 18 leading institutional banks, including JPMorgan, Goldman Sachs, and HSBC. This page provides a comprehensive overview of recent market analyses and economic commentary, allowing you to stay informed on key trends and developments in the foreign exchange landscape.
Our curated content features expert opinions and research findings that highlight significant economic indicators, such as inflation rates and retail sales trends. By normalizing research from top financial institutions, we aim to provide you with a clear understanding of market sentiment and potential impacts on currency movements.
Romanian retail sales: the pain of adjustment
Older quick take Quick take Published 09:50 Romania Romanian retail sales: the pain of adjustment Retail sales struggled visibly through June, signalling that private consumption will be a major drag on output in the second quarter of 2026. While some tentative stabilisation sign
Morgan Stanley lifts price targets for Alpha Bank and National Bank of Greece - Cyprus Mail
Morgan Stanley lifts price targets for Alpha Bank and National Bank of Greece Cyprus Mail
The Commodities Feed: Oil under pressure as Iran and Oman reach Hormuz deal
https://think.ing.com/articles/the-commodities-feed-oil-under-pressure-as-iran-and-oman-reach-hormuz-deal060826/
Fed's Daly says tariff impact on inflation beginning to fade
Daly's comments add a somewhat more balanced tone to recent Fed commentary, acknowledging tariff driven price pressures while also flagging early signs those effects are fading, a nuance that could support market expectations for the Fed to stay patient rather than move toward hi
Top of the Morning: Fixed Income - Resilience, recalibration, and remedies
Leslie joins to spotlight recent market conditions and how they have impacted the repricing and recalibration of fixed income assets. We also reflect on the hawkish commentary delivered from Fed Chairman Kevin Warsh during his first press conference, and what will the Fed be focu
China's SAFE says FX market stable, resilient amid complex global backdrop
What stands out in SAFE's remarks is as much what wasn't emphasized as what was: the regulator devoted little specific commentary to the yuan's level or direction beyond a passing reference to stability, which could be read as a signal that Beijing currently has limited concern a
Economic and event calendar in Asia Friday, July 17, 2026 - Fed speaker
Fed speaker today. Philip Jefferson is Fed Vice Chair, a centrist policymaker now navigating the Fed under new Chair Kevin Warsh. His most recent commentary emphasizes cautious optimism, expecting slightly above-trend growth, a stabilizing labor market, and inflation eventually r